Author: irp_admin
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Monthly Investment Update October 2023
The Biggest Companies Dominate 2023: Top companies like Apple and Microsoft make up a big part of the stock market and have driven returns this year while most others are flat or down.
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The Fourth Turning October 18, 2023
In their original work, The Fourth Turning, Neil Howe and William Strauss put forth their theory about the seasonality of American history. The idea is based on their extensive research into historical events, cultural trends, and generational attitudes through time. The book asserts that this theory can help us understand the past, present, and future…
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Monthly Investment Update September 2023
Market Performance: Strong gains so far this year in large technology companies, with NASDAQ 100 Index up over 40% year-to-date, but mixed performance in other categories like dividend-paying and small US companies as well as emerging markets.
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Monthly Investment Update August 2023
The largest US companies increasingly dominate the S&P 500 index. The largest seven now represent 25% of the index. Why is this important?
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The Psychology of Money July 31, 2023
Much like any subject matter these days, there is no shortage of expert advice offered up by the financial industry via traditional and social media sources.
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Bond Basics: Inflation Update July 17, 2023
Inflation is moving lower, and economic data reports have surprised to the downside, but the Federal Reserve remains steadfast and likely to increase rates again at its July meeting next week after taking a pause in June.
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Mid-Year Investment Update July 2023
Markets have staged a robust recovery in 2023. Through mid-year, large US companies, as measured by the S&P 500 index, have gained 17%, led by technology stocks.
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Monthly Investment Update June 2023
Enthusiasm for artificial intelligence, amongst other factors, seems to be driving large technology companies significantly higher in 2023.
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Monthly Investment Update May 2023
A handful of large US technology companies have driven the market higher this year while the return for the average company is relatively flat.
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Debt Ceiling Update May 24, 2023
In late January we published a piece titled “Knife Fight” about the potential storm brewing over our country’s impending debt ceiling. In addition to providing some historical information on the topic, which we are not going to reproduce here, that note concluded, in part, with the following: